Aspire Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Aspire Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.27K	Sell	24 -1	-4%	-$52	﹤0.01%	185
2024 Q2	$1.29K	Sell	25 -216	-90%	-$11K	﹤0.01%	168
2024 Q1	$12.4K	Sell	241 -10	-4%	-$512	0.01%	158
2023 Q4	$12.9K	Buy	251 +3	+1%	+$151	0.01%	151
2023 Q3	$12.4K	Buy	248 +2	+0.8%	+$100	0.01%	150
2023 Q2	$12.3K	Buy	246 +1	+0.4%	+$50	0.01%	158
2023 Q1	$12.4K	Sell	245 -237	-49%	-$11.9K	0.01%	155
2022 Q4	$24K	Sell	482 -33	-6%	-$1.63K	0.02%	140
2022 Q3	$25K	Buy	515 +2	+0.4%	+$101	0.02%	130
2022 Q2	$26K	Sell	513 -448	-47%	-$22.8K	0.02%	132
2022 Q1	$50K	Sell	961 -1,579	-62%	-$83.2K	0.04%	120
2021 Q4	$137K	Buy	+2,540	New	+$138K	0.11%	97

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Aspire Wealth Management's IGSB Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4% in Q3 2024, selling an estimated $52 and leaving 24 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Aspire Wealth Management first reported a position in IGSB in Q4 2021 and has held it in 12 quarters since. The position peaked at $137K in Q4 2021. 890 funds tracked by Wall St. Rank hold IGSB as of Q3 2024.

Aspire Wealth Management held 24 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.27K as of Q3 2024.
Aspire Wealth Management sold 1 iShares 1-5 Year Investment Grade Corporate Bond ETF share in Q3 2024, an estimated $52.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #185 holding.
Aspire Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $137K in Q4 2021.
890 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.